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Home / Author: Chamath De Silva

Chamath De Silva

Understanding the benefits of rebalancing

Whether they know it or not, most investors use of version of a Strategic Asset Allocation (SAA) to create an efficient portfolio mix of different asset classes, but the benefits of rebalancing are often overlooked.

Diversification captures the winning outliers

A surprisingly small number of stocks usually drive index performance, and active managers who miss these few companies can struggle to perform and justify their active fees.

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